Essex Financial Planners
Essex Financial Planners is a financial services company located in Westcliff-on-Sea, England. They provide a range of services including economic consulting, finance brokering, investment services, life insurance agencies, mortgage brokering, and private sector banking. Their team of experts specialize in economics and law, offering clients a comprehensive approach to financial planning. In addition, they offer insurance services to help protect their clients' assets. Essex Financial Planners is dedicated to providing top-notch financial services to their clients.
Introduction to Essex Financial Planners
Essex Financial Planners is a financial services company based in Westcliff-on-Sea, England. The company was founded with the aim of providing top-notch financial planning services to individuals and businesses alike. With over a decade of experience in the industry, Essex Financial Planners has built a reputation for delivering exceptional service and tailored solutions to their clients. What sets this company apart is their team of experts who bring together expertise in economics, law, and finance to provide comprehensive financial planning services.Services & Products
Essex Financial Planners offers a wide range of financial planning services, including economic consulting, investment services, life insurance, and mortgage brokerage. Their team of finance brokers works closely with clients to understand their unique financial goals and develop a plan to achieve them. Additionally, they collaborate with private sector banks to provide the best solutions for their clients.Location
Located in Westcliff-on-Sea, Essex Financial Planners is situated in a bustling area with a mix of residential and commercial properties. Clients can expect to find a variety of businesses in the area, from small independent shops to larger chain stores. The location is easily accessible by public transportation, with the closest options being the Westcliff-on-Sea Station, Southend Victoria Station, and Prittlewell Station, all within a 1-mile radius.Benefits
Clients can benefit from the personalized approach of Essex Financial Planners, as their team of experts work closely with each client to develop customized financial plans that meet their unique needs. The company's team of professionals has a wealth of experience in the industry and is committed to staying up-to-date with the latest financial trends and regulations to provide the best services possible.Good to Know
Essex Financial Planners prioritizes transparency in their services, ensuring that clients are informed every step of the way. They also aim to provide services in a timely and efficient manner while maintaining the highest standards of professionalism.Reviews
Customers have praised Essex Financial Planners for their exceptional customer service, expertise in the industry, and personalized approach to financial planning. Clients have reported feeling confident in their financial future after working with the company and have recommended their services to others.Amenities
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financial advice -
investment advice
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insurance advice
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tax advice
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financial planning
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investment planning
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insurance planning
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tax planning
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retirement planning
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portfolio management
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wealth management
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asset allocation
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risk management
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insurance services
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free consultation
FAQ
What types of investment products do you offer?
We offer a wide range of investment products including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Our team of financial planners can work with you to determine which investment products align with your financial goals and risk tolerance.What types of life insurance policies do you offer?
We offer various types of life insurance policies including term life, whole life, and universal life insurance. Our team can help you determine which policy is best suited for your individual needs and circumstances.How much coverage do I need?
The amount of coverage you need depends on various factors such as your income, debts, and financial obligations. Our team can perform a thorough analysis of your financial situation to determine the appropriate amount of coverage for you.What are your interest rates?
Our interest rates vary depending on the specific financial product or service you are interested in. Please contact us for more information on our current interest rates.How do you ensure transparency and compliance in your financial dealings with clients?
We are committed to maintaining the highest level of transparency and compliance in all of our financial dealings with clients. We adhere to all relevant regulations and laws, and our team undergoes regular training to stay up-to-date with any changes or developments in the industry. Additionally, we provide clear and detailed information to our clients about all of our services and fees.Reviews
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Jonathan Day
Max was extremely helpful and made the whole remortgage process as easy as possible, he was always on hand to answer any questions no matter how big or small and would definitely recommend his services to anyone looking for a brilliant mortgage advisor, thank you again Max
23-05-2023
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Richard Acton
Max recently helped my wife and I, to remortgage our house. I can't recommend Max highly enough, as he made this whole process very smooth, he is extremely professional and took the time to explain all options available and provided great service throughout. We highly recommend him and will be using his services in the future. Thank you Max
14-05-2023
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Thomas Patrick Christensen Shakeshaft
I would highly recommend Max to anyone looking for a more than decent Financial planner. max goes above and beyond and supports you in every aspect of the journey.
14-05-2023
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zaheen buta
I used Max for my mortgages and landlord rent guarantee insurance, he was quick and great communicator
28-04-2023
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Rebecca Latner
Max was professional, efficient and took his time to explain everything in "layman's terms". He understood our current needs as well as discussing options to help us plan for our future. We feel assured and grateful that we have received the best rates and advice available to us right now.
28-04-2023
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steve hemmings
Max at Essex Financial Planners was a great help when I was looking for a mortgage and life insurance. He was always available to answer my questions and guide me through the process. Max was professional and provided excellent service, helping with every aspect of my mortgage and insurance needs. I would highly recommend Max to anyone seeking financial planning services. Big thank you from Steve & Christy
28-04-2023
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Tim Whitehead
We used Essex Financial Planners for our first mortgage as first time buyers. Max was extremely helpful and able to give clear and concise guidance when needed. He made the whole process so much simpler and always explained everything thoroughly. Would highly recommend to any and all needing advise with mortgages.
28-03-2023
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Jamie Mcillorum
I couldn’t recommend Max enough! Max reached out to us a few months before our fixed rate mortgage was due to end and helped us find the best possible outcome for our remortgage! Max communicates so well and makes the whole experience completely stress free, it was so great to know we were in good hands and the remortgage went through without a hitch. Thanks again Max!
28-02-2023
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Sarah Coleman
Max was fantastic, and I couldn't have asked for more. Not only did he go above and beyond to find me the best deal and make me feel empowered by my choice, but he was always on hand to answer my questions and solve any concerns I may have had. He absolutely made the whole process far smoother and I couldn't recommend him enough!
28-02-2023
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Tony Bortolozzo
Max helped me and my parter with a remortgage recently and I couldn’t recommend him highly enough. Great service with a thorough explanation about everything from start to finish.
28-02-2023
